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Alex Braun

Halstead Financial Services Pty Ltd

Silver
41 Yrs Experience
Caulfield, VIC 3162

Alex is an experienced life insurance adviser, specialising in medical and legal professions, as well as qualified tradespeople and business owners. He specialises in providing advice on protecting his clients' most valuable asset: their ability to earn income, and making sure that all future plans and aspirations that involve money can still be achieved if the unexpected happens. Furthermore, Alex advocates for his clients to maximise outcomes, both at underwriting time and at claim time, carefully balancing this with cost.

Alex began working in the financial planning industry in 1983 and has a Diploma of Financial Services and has passed his FASEA exam.

Expertise

  • Insurance Protection
  • Small Business Advice

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 1983
  • Years of experience 41
  • Highest qualification
    • Diploma of Financial Services (Distribution)
  • Language spoken
    • English

Halstead Financial Services Pty Ltd

963A Glenhuntly Road
Caulfield, VIC 3162

Opening hours

  • 9:00am – 6:00pm Monday – Thursday
  • 9:00am – 5:00pm Thursday

Licensed by

Lifespan Financial Planning

AFSL 229892